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Approval is a great feature of Jira Service Management, but sometimes it's not necessary to show to our customers the list of all users in our instance or we just need to show them a list of managers, for example.
Using the steps below you will be able to show customers just a short list of approvers on your Service project.
1 - Create a group in user management and add those who will be the approvers.
2 - Create a new custom field and set the type "User Picker (single user)".
3 - Add this new field to the necessary screen.
4 - Back to the custom fields' page, on the right side of the field you have just created, click on > Contexts and default value.
5 - Click on Edit User Filtering.
6 - Check the box "Enable group or project role filtering", then on "Add filters" select "Group" and the group you created.
7 - Click on Add and then Save.
8 - Go to the project settings and click on Workflows.
9 - Select the workflow that has the status to add an approver and click on Configure.
10 - Then select the custom field you created on "Get approvers from", select the necessary transitions on "Transition when approved" and "Transition when declined" and Create.
11 - Publish the workflow.
Hope this helps!
If you have any feedback or question, please let us know.
Porto Alegre, Brazil
1,766 accepted answers